ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,297,000 | +33.3% | 16,171 | +39.0% | 3.02% | +48.5% |
| Q2 2022 | $973,000 | +49.9% | 11,632 | +89.4% | 2.03% | +92.2% |
| Q1 2022 | $649,000 | +22.9% | 6,143 | +34.5% | 1.06% | +22.7% |
| Q4 2021 | $528,000 | +12.8% | 4,566 | +0.0% | 0.86% | +1.7% |
| Q3 2021 | $468,000 | +5.2% | 4,565 | +3.6% | 0.85% | +7.6% |
| Q2 2021 | $445,000 | -92.1% | 4,407 | -92.9% | 0.79% | -85.9% |
| Q1 2021 | $5,620,000 | +3.7% | 61,902 | +1.3% | 5.59% | +4.2% |
| Q4 2020 | $5,419,000 | – | 61,100 | – | 5.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |